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10 U.S. States That Tax Your Social Security Benefits (and How)

10 U.S. States That Tax Your Social Security Benefits (and How) From: legalguidancenow.com Are Social Security benefits really taxable? Well, yes and no; it all depends on the state you…

Tax Law Changes Affecting Your Clients

Tax Law Changes Affecting Your Clients From: thinkadvisor.com Yes, it’s tax filing season again, already!! And again for this year, we had some tax laws extended by Congress through 2016…

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11 Expenses You No Longer Need in Retirement

11 Expenses You No Longer Need in Retirement From: retiredinamerica.com Retiring early seems like a distant dream. But with determination, motivation and careful planning, you could become financially independent and…

When underperforming the S&P 500 is a good thing

…invested in [that index], you did, too,” said Ed Butowsky, managing partner at Chapwood Capital Investment Management. “But what were you doing with most of your money in a single…

Top 3 Estate Planning Must Haves

Top 3 Estate Planning Must Haves From: aaepa.com Regardless of a family’s financial situation and assets, estate planning is an important matter that should be addressed ahead of time. While…

Visualizing the History of Pandemics

Visualizing the History of Pandemics From: visualcapitalist.com The History of Pandemics Pan·dem·ic /panˈdemik/ (of a disease) prevalent over a whole country or the world. As humans have spread across the…

Harvard Neurosurgeon Confirms The Afterlife Exists

…products of the human imagination. Dr. Alexander changed his mind after he was in a coma for seven days caused by severe bacterial meningitis. During his coma he experienced a…

Before the Advice, Check Out the Adviser

Before the Advice, Check Out the Adviser From: nytimes.com When Elaine and Merlin Toffel, a retired couple in their 70s, needed help with their investments, they went to their local…

What Happens to My IRA When I Die?

What Happens to My IRA When I Die? From: independenceadvisors.com Key Takeaways Every situation is as unique as you are, so don’t shortchange yourself with an off-the-shelf, cookie-cutter solution. The…

Structured Notes: The Secret to Improving Your Risk/Return Profile?

Structured Notes: The Secret to Improving Your Risk/Return Profile? From: visualcapitalist.com Structured notes are gaining momentum in the market, with a whopping $2 trillion in assets under management (AUM) globally….